Joseph Knecht is a CFP® and CFA® with 13 years of industry experience. He is currently with BMO Family Office, LLC and has worked at BMO Harris Bank N.A. since 1992. BMO Family Office provides discretionary investment management, advisory services, and family wealth strategies to ultra-high-net-worth individuals, families, foundations, and institutional clients. The firm’s investment approach combines asset allocation with quantitative and qualitative due diligence and is supported by its integration within the larger BMO Financial Corp. group.

Logan Finnegan is a Series 65-licensed financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. His background includes academic roles at DePaul University and Indiana University. Chicago Partners Investment Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm emphasizes a long-term, diversified, asset-allocation approach that incorporates fundamental analysis and quantitative optimization across multiple asset classes, including mutual funds, ETFs, direct indexing, fixed income, and select alternative strategies.

Keith Cardoza is a CFA® charterholder with 17 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2008. The firm provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. Their approach emphasizes in-depth discovery and customized long-term asset allocation strategies, focusing on broad diversification and client-directed decision-making.

Geno Del Boccio is a financial advisor with First Advisors National, LLC, holding a Series 65 designation. He has experience in entrepreneurial ventures, including roles at GD Event Productions and Coffee Something Inc. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic approaches with fundamental analysis to inform its investment decisions.

Michael Nicholas is an advisor with Chicago Partners Investment Group LLC, holding a Series 65 credential and beginning his financial advisory career in 2026. Prior to joining the firm, he gained experience at Autodesk and held various roles related to education and gaming studios while attending Purdue University. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation focused approach that integrates fundamental analysis with quantitative methods, offering services including financial planning, portfolio management, and family office consulting.

Brian Vandenheuvel is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding Series 66 and Series 65 credentials and 11 years of industry experience. He has been with Zacks Investment Management since 2013. Zacks Investment Management, Inc. provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios through multiple platform types.

Jesse Golik Meineke is a financial advisor with The Mather Group, LLC in Chicago, IL, holding a Series 65 credential and two years of industry experience. He previously worked at Trinity Financial Advisors and Integra Financial Advisory. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, combining technology tools with human oversight.

James Begley is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at Zacks Investment Management since 2022. In addition to his advisory role, Begley is involved in real estate as a broker and manager with Exclusive Realtors. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models centered on earnings-estimate revisions and serves both direct clients and third-party advisers through a broad range of investment vehicles and strategies.

Kathryn Edwards is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, bringing 16 years of industry experience. She has been with Plante Moran Financial Advisors since 2008 and is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, banks, trusts, estates, and other entities. The firm emphasizes strategic asset allocation and manager selection, managing a substantial portion of its assets on a non-discretionary basis while employing a range of analytical approaches to inform investment decisions.

Sophia Bernardi is a financial advisor at Centennial Securities Company, Inc. with a Series 66 credential and one year of industry experience. Prior to joining Centennial, she worked at Conagra Brands for three years and Walgreens Co for three years. She also has a four-year academic background from Indiana University. Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, foundations, endowments, and other business entities. The firm’s investment advice is delivered through its representatives, employing a range of strategies tailored to client objectives.

Christopher Gongola is a financial advisor with IHT Wealth Management LLC based in Chicago, IL. He holds a Series 66 designation and has 23 years of industry experience, including prior roles at LPL Financial and Wunderlich Securities. Gongola is also involved with investment-related activities at United Healthcare and Blue Cross Blue Shield of Illinois. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm employs a combined investment process of fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models and discretionary mandates tailored to client objectives.

Ryan Evans is a CFP® and ChFC® with 21 years of industry experience. He is currently an advisor at Merit Financial Advisors and PKS Investments, having previously worked at Blueprint Wealth Advisors, LLC and Commonwealth Financial Network. Outside of his advisory roles, he owns George St. Securities, an operating LLC involved in business support activities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Andrea Diltz is a financial advisor at Ritholtz Wealth Management with Series 65 credentials and two years of industry experience. Prior to joining Ritholtz in 2024, she worked for CG Financial Services and spent five years in secondary education. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach that emphasizes asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical overlays and alternative investments.

Mark Hollick is a financial advisor with Johnson Investment Counsel, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Johnson Investment Counsel in 2025, he worked at Payden & Rygel for two years and Natixis Global Associates for thirteen years. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, and model portfolio solutions for third-party platforms.

Robert Hamer is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Asset Management Group LTD and Sunset Partners Capital Management, LLC. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of independent advisory representatives utilizing both bespoke and model portfolios.

Srbo Radisavljevic is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. His career includes roles at KRD Wealth Management LLC and Strategic Edge Wealth Management, as well as operating as an independent insurance agent through his sole proprietorship since 1999. Radisavljevic also holds Series 63 and Series 65 licenses. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside strategies such as dollar-cost averaging, technical analysis, and options-based portfolios, and it is notable for its affiliation with a third-party administrator/pension consulting business and its $1.57 billion in assets under advisement as a 3(21) adviser.

Andrew Adams is a wealth advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at firms including Triad Advisors and Waddell & Reed Inc. He is based in Chicago, IL. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and plan sponsors. The firm uses a combination of internal management, affiliated platforms, and independent managers to construct portfolios focused on long-term fundamental analysis and offers ERISA-compliant services for retirement plans.

Bradley Steinman is a CFP® with five years of industry experience, currently with Waverly Advisors, LLC. He previously worked at StrategIQ Financial Group, LLC and Personal Financial Planning, Inc. Outside of advisory roles, he is involved with StrategIQ Tax and Business Services, LLC, which provides tax return preparation. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office support.

Chan Lim is a financial advisor at Savvy with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Centric Wealth Management, Cetera, and TD Ameritrade. Lim is also involved with YOSAE LLC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools.

Bailey Yablonsky is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Boston Scientific, Optum, Collins Aerospace, and several other organizations. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.